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Discussion List

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  Coaches asking for balances when trying to troubleshoot errors

  Closed strngr12 11 views 1 comment 0 points Most recent by Coach Natalie April 2025Feedback
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  Add averages, min and max on the reports

  Closed ashdubey 2 views 1 comment 0 points Most recent by Coach Kristina April 2025Feedback
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  No call backs through the help widget

  Closed RuthA 21 views 4 comments 0 points Most recent by TheReal702 April 2025Feedback
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  So John Hancock?

  Closed Jacob Amey 99 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Merged: Ability to restore deleted transactions

  Closed Dudley C Rose 11 views 0 comments 2 points Most recent by Coach Kristina April 2025Feature Requests
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  Add Fremont Bank for more than just mortgages

  Closed C15H_ 1 view 1 comment 1 point Most recent by Coach Kristina April 2025Adding and Updating Accounts
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  Edit layout of Transactions page

  Closed mapmaker777 12 views 1 comment 0 points Most recent by Coach Kristina March 2025Feedback
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  Merged: Accounts List is difficult to read (edited)

  Closed dan_s_c 21 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests
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  Total amount remaining in plan to be spent

  Closed BenB 19 views 1 comment 0 points Most recent by DannyB March 2025Using the Spending Plan
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  New Planned Spending Release Options: Share your feedback here!

  Closed Coach Natalie 225 views 13 comments 0 points Most recent by Coach Natalie March 2025Feedback
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  Ability to schedule account updates: Share your feedback here!

  Closed Coach Natalie 615 views 47 comments 1 point Most recent by Coach Natalie March 2025Feedback
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  Tax Line: Form 4562 is missing

  Closed Norm6257 2 views 1 comment 0 points Most recent by Coach Kristina March 2025Categories and Tags
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  Merged: Add a button to quickly view transaction register filtered by Reviewed [Edited]

  Closed rlorcro 11 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests
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  Coinbase Broken on Simplifi for over a year

  Closed sami 171 views 1 comment 3 points Most recent by sami March 2025Adding and Updating Accounts
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  Date Range frustration

  Closed mdbnj 53 views 4 comments 1 point Most recent by SRC54 March 2025Feedback
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  We're looking for seasoned Spending Plan users!

  Closed Coach Natalie 71 views 3 comments 1 point Most recent by TiggerTrainer March 2025Feedback
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  Want user guide or indexed book on Simplifi

  Closed Carl's Q 28 views 2 comments 0 points Most recent by DannyB March 2025Feedback
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  Let Quicken Know how you feel

  Closed ppanepinto 31 views 2 comments 1 point Most recent by TiggerTrainer February 2025Feedback
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  Feature Request: Multi-Currency Support in Quicken Simplifi

  Closed quick_user 44 views 1 comment 2 points Most recent by Coach Natalie February 2025Feedback
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  Why are EXCLUSIONS the DEFAULT option???

  Closed nogorman 12 views 1 comment 1 point Most recent by Coach Jon February 2025Feedback
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  Epson RapidReceipt RR-400W Scanner

  Closed skgdogs 42 views 5 comments 0 points Most recent by Coach Jon February 2025Feedback
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  Include Investment Transactions in Spending Plan & Pull Average Cost from Fidelity

  Closed Ankitkumar 93 views 3 comments 1 point Most recent by SRC54 February 2025Using the Spending Plan
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  Resources to Support Training

  Closed DDeCrescente 31 views 3 comments 0 points Most recent by Coach Jon February 2025Feedback
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  iPad & Android Tablet Support: Share your feedback here!

  Closed Coach Natalie 699 views 45 comments 2 points Most recent by Coach Natalie February 2025Feedback
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  Up Down
  Ability to add a Rollover Cap (edited)

  Active Jacob Amey 47 views 8 comments 8 points Most recent by Flopbot February 2025Feature Requests
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  Tax Forms [hover] descriptions are a nice feature

  Closed Max1223 12 views 1 comment 2 points Most recent by Coach Natalie February 2025Feedback
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  Quicken's method of providing user support is awful

  Closed Engaiging 33 views 5 comments 1 point Most recent by RobWilk February 2025Feedback
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  The whole Empower fiasco

  Closed nrp06 52 views 1 comment 1 point Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Northwestern Mutual Investment Services

  Closed bhsorrow 174 views 1 comment 3 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Publish release notes when new version is released.

  Closed KB2014 22 views 1 comment 0 points Most recent by Coach Natalie February 2025Feedback